Fields' sync SF => Engagement Hub

The list of fields sync from Salesforce to the Engagement Hub:


Visit Creation

Field Description
Requester Last Name The last name of the requester.
Requester ID The unique identifier of the requester.
Requester First Name The first name of the requester.
Requester Federation ID The federation identifier of the requester, if applicable.
Requester Email Address The email address of the requester.
Organization ID (OrgID) The unique identifier of the organization associated with the visit.
Opportunity Partner Program Level The program level of the partner for the opportunity, if applicable.
Opportunity Partner Name The name of the partner associated with the opportunity.
Opportunity Partner Contact Phone The phone number of the partner contact associated with the opportunity.
Opportunity Partner Contact Name The name of the partner contact associated with the opportunity.
Opportunity Partner Contact Email The email address of the partner contact associated with the opportunity.
Opportunity Owner Last Name The last name of the owner of the opportunity.
Opportunity Owner ID The unique identifier of the owner of the opportunity.
Opportunity Owner First Name The first name of the owner of the opportunity.
Opportunity Owner Federation ID The federation identifier of the owner of the opportunity, if applicable.
Opportunity Owner Email Address The email address of the owner of the opportunity.
Opportunities Details about the associated opportunities, including revenue, stages, and expected booking dates.
NDA Information about any associated Non-Disclosure Agreement (NDA).
Account Website URL The website URL of the account.
Account Text Field Additional text or description related to the account.
Account Status The status of the account, e.g., "Customer - Channel."
Account State The state or province of the account.
Account Sales Channel Level 1 The primary sales channel associated with the account.
Account Sales Channel Level 2 The secondary sales channel associated with the account, if applicable.
Account Province The province of the account, if applicable.
Account Postal Code The postal or ZIP code of the account.
Account Picklists List fields available for selection in the account, e.g., Picklist 1, Picklist 2, etc.
Account Notes Notes related to the account (e.g., Note 1, Note 2).
Account Name The name of the account.
Account Industry The industry of the account.
Account Ident The unique identifier of the account.
Account ID The system-generated ID of the account.
Account Country The country of the account.
Account Contact Information Contact information related to the account, such as name, email, and phone.
Account City The city of the account.
Account Address The address of the account, including Address Line 1 and Address Line 2.

Add Opportunity to the Visit

Field Description
Opportunity Sales Revenue The actual sales revenue generated by the opportunity.
Opportunity Revenue Potential The potential revenue that the opportunity could generate.
Opportunity Number The unique identifier of the opportunity.
Opportunity Name The name or title of the opportunity.
Opportunity Expected Booking Date The date the opportunity is expected to be booked.
Opportunity Current Stage The current stage of the opportunity in the sales process.
Opportunity Category The category associated with the opportunity.
Opportunity Notes (OppNote) Additional notes related to the opportunity.
Account ID The unique identifier of the associated account.
Visit ID The identifier of the associated visit (if any).

Add Attendee to the Visit (External & Internal)

Field Description
Visit ID The identifier of the visit associated with the attendee.
Type_x The type of attendee, e.g., "EXTERNAL" or "INTERNAL."
Federation ID The federation identifier of the attendee, if applicable.
CRM Contact ID The contact identifier in the CRM system for the attendee.
CRM Account ID The account identifier in the CRM system associated with the attendee.
Attendee Title The title or position of the attendee.
Attendee Role The role of the attendee within their department or organization.
Attendee Prefix The prefix for the attendee's name (e.g., Mr., Ms.), if applicable.
Attendee Phone The phone number of the attendee.
Attendee Last Name The last name of the attendee.
Attendee First Name The first name of the attendee.
Attendee Gender The gender of the attendee, if specified.
Attendee Function The function or department of the attendee.
Attendee Email The email address of the attendee.
Attendee Country The country associated with the attendee.
Attendee Account Name The name of the account associated with the attendee.

Add Accounts to the Visit

Field Description
Account Website URL The website URL of the account.
Account Text Field Additional text information related to the account.
Account Status The status of the account.
Account State The state or province of the account.
Account Name The name of the account.
Account Industry The industry of the account.
Account Country The country of the account.
Account City The city of the account.
Account Address Line 1 The first address line of the account.
Account Address Line 2 The second address line of the account.
Account Contact Email The email address of the contact person for the account.
Account Contact Name The name of the contact person for the account.
Account Contact Phone The phone number of the contact person for the account.
Account Contact Title The title or designation of the contact person for the account.
Account Ident The unique identifier of the account.
Account ID The system-generated ID of the account.
Account Sales Channel The sales channel associated with the account.
Account Province The province of the account, if applicable.
Account Postal Code The postal or ZIP code of the account.
Account Notes Additional notes or information related to the account.